Scissortail Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Scissortail Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.33M	Buy	14,287 +2,385	+20%	+$1.63M	1.88%	16
2025 Q4	$8.15M	Sell	11,902 -117	-1%	-$79.5K	1.86%	16
2025 Q3	$8.04M	Sell	12,019 -11,698	-49%	-$7.53M	1.75%	19
2025 Q2	$14.7M	Buy	23,717 +813	+4%	+$467K	3.54%	4
2025 Q1	$12.9M	Sell	22,904 -3,922	-15%	-$2.32M	3.31%	4
2024 Q4	$15.8M	Buy	26,826 +26,395	+6,124%	+$15.6M	4.04%	3
2024 Q3	$14.9M	Sell	431 -30,512	-99%	-$17M	3.61%	4
2024 Q2	$16.9M	Buy	30,943 +184	+0.6%	+$96.8K	4.31%	2
2024 Q1	$16.2M	Buy	+30,759	New	+$15.4M	4.27%	3
2022 Q4	–	Sell	-30,280	Closed	-$11.4M	–	144
2022 Q3	$11.4M	Buy	30,280 +798	+3%	+$319K	5.92%	2
2022 Q2	$14.1M	Sell	29,482 -883	-3%	-$363K	5.41%	3
2022 Q1	$13.1M	Buy	30,365 +883	+3%	+$395K	6.42%	2
2021 Q4	$14.1M	Buy	+29,482	New	+$13.6M	5.41%	3

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Scissortail Wealth Management's IVV Position: Q1 2026 in Review

Scissortail Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 20% in Q1 2026, buying an estimated $1.63M and bringing the position to 14,287 shares worth $9.33M. The position accounts for 1.88% of the portfolio, ranked #16.

Scissortail Wealth Management first reported a position in IVV in Q4 2021 and has held it in 13 quarters since. The position peaked at $16.9M in Q2 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Scissortail Wealth Management held 14,287 shares of iShares Core S&P 500 ETF worth $9.33M as of Q1 2026.
Scissortail Wealth Management bought 2,385 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.63M.
iShares Core S&P 500 ETF made up 1.88% of Scissortail Wealth Management's portfolio in Q1 2026, its #16 holding.
Scissortail Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 13 quarters since.
Scissortail Wealth Management's iShares Core S&P 500 ETF position peaked at $16.9M in Q2 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.